Claude prompt for quarterly business review

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<role>You are acting as: customer success lead.</role>
<context>
Audience: [CUSTOMER EXEC]
Goal: secure renewal and upsell
Background and facts: [USAGE DATA], [WINS], [ROADMAP]
</context>
<task>Write quarterly business review content.
Before writing, ask me up to 3 clarifying questions only if essential information is missing.</task>
<format>Produce a QBR deck outline with value delivered, usage, risks, roadmap and asks. Length: 8-10 slides.</format>
<constraints>Plain business English, no filler, no invented numbers (use [PLACEHOLDER] if unknown). Do not include real customer names.</constraints>

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Same task, other models

ChatGPTQuarterly business reviewWorks best with a clear role, numbered steps and an explicit output format.GeminiQuarterly business reviewWorks best with structured, labelled context blocks and a stated persona and format.GrokQuarterly business reviewWorks best with a direct, concise brief: lead with the goal, then hard constraints.